See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,588 | $158,398-41.5% | $126,539-26.8% | $142,382-35.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.55% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,318 | $4,650-71.7% | $3,674-64.1% | $4,299-69.3% |
| Participant deferral / active EE | $11,964 | $4,767+151.0% | $4,083+193.0% | $6,507+83.9% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |